Independent Financial Planner
With more than 16 years’ financial services experience, Kevin has seen and heard it all when it comes to retirement, pensions and inheritance planning. With a strong belief in the benefits of independent financial planning, Kevin offers tailored solutions for each and every one of his clients, using his extensive skills, knowledge and experience.
Kevin is a strong advocate of using technology to help plan his clients’ financial futures using the latest technology to create bespoke financial plans for his clients.
Throughout the past two years, Kevin has consistently scored highly in client reviews, with 100% stating that they would recommend his services to a friend, colleague or relative.
When he’s not talking to clients or engrossed in the latest personal finance news, Kevin is an active man. His interests include going to the gym, cycling and hiking.
Pure Offices Weston, Pastures Ave, St.Georges, Weston Super Mare, BS22 7SB
How our clients rate us
We regularly ask our clients to complete surveys assessing the services we deliver. Our latest findings show that, over the past two years, clients have consistently given Kevin high reviews:
A few quick questions
During the workday, what question are you asked most?
“When will I be able to afford to retire?”
What does your dream retirement look like?
“One with financial freedom and security.”
What’s your proudest moment as a financial adviser?
“Passing the advanced financial planning examination and opening my own business.”
“What’s your number one financial planning tip?”
“Commit to a financial plan…any plan is better than no plan!”
“What would you change about financial services if you were in charge for a day?”
“Ideally everybody should have access to cost-effective independent financial advice, unfortunately that’s easier said than done.”
Never stop learning
Kevin takes his ongoing professional development seriously, this is shown by his extensive qualifications, as well as examinations sat and passed:
AF5 (Financial Planning Process)
CF1 (Regulation & Ethics)
CF3 (Financial Protection)
CF4 (Retirement Planning)
CF5 (Integrated Financial Planning)
FP 1,2 & 3 (Financial Planning Certificate)
J01 (Personal Tax)
R01 (Financial Services, Regulation & Ethics)
R02 (Investment Principles & Risk)
R06 (Financial Planning Practice)
Keeping it official
Financial advisers in the UK must be authorised by the Financial Conduct Authority, you can view Kevin’s entry in the FCA Register by clicking here.
All advisers must also have a Statement of Professional Standing (SPS), which can only be issued by a FCA appointed accredited body. The SPS shows that the adviser has:
- Has adhered to a code of ethical standards
- Holds the required qualifications for the activities they undertake; and
- Has completed appropriate Continuous Professional Development and has complied with APER (Statements of Principle and Code of Practice for Approved Persons)
Click here to view Kevin’s Statement of Professional Standing.